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Listen "A Conversation With John Foard"
Episode Synopsis
Financial advisors aren’t being replaced by AI, they’re being freed by it. Yohance Harrison sits down with John Foard, co-founder of Crown Advisors, to unpack how small firms can use AI to reduce busywork, improve note-taking, hire more people, and deepen human connection in client meetings. They cover industry fear vs. reality, compliance upside, meeting note-takers like Zoom AI and Hazel, and a rapid-fire “Marry, Divorce, Date” on advisor tech. Links mentioned: crownadvisorgroup.comEmail: [email protected]: Crown Advisors and Retire Stronger. Recorded after Future Proof. Subscribe for more on staying irreplaceable in the age of AI
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